HVAC Inside Sales & Quotations Specialist – Westchester

Verto People; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

PTO and 401(k)

Westchester County office

Job summary

Verto People Ltd in Westchester County, NY is seeking an Inside Sales Specialist to join our boiler equipment team. You will prepare quotations, support the outside sales team, and handle follow-ups with customers.

A background in HVAC or mechanical services is preferred. You will manage service contracts, update customers during jobs, and coordinate with dispatch. Proficiency with PowerPoint, Word and Excel is helpful, with five days per week in the office.

Qualifications

• Experience or background in HVAC, construction or mechanical engineering.
• Strong organisation and follow-up skills.
• Confident communication by phone and email while supporting sales and dispatch teams.

Responsibilities

• Prepare and manage customer quotations, supporting the outside sales team with pricing, proposals and follow-up.
• Keep customers updated throughout service jobs, including completion updates and satisfaction checks.
• Manage service contract renewals, ensuring agreements are updated and followed up before expiry.
• Review invoices and service schedules, coordinating jobs and supporting dispatch.

Skills

HVAC industry knowledge

Quotations management

Communication skills

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Tools

MS Office

Job description

Verto People Ltd in Westchester County, NY is seeking an Inside Sales Specialist to join our boiler equipment team. You will prepare quotations, support the outside sales team, and handle follow-ups with customers.

A background in HVAC or mechanical services is preferred. You will manage service contracts, update customers during jobs, and coordinate with dispatch. Proficiency with PowerPoint, Word and Excel is helpful, with five days per week in the office.